Accessing a claim through the client view

Accessing a claim through the client view

To access a Claim, you must be logged into the WhisperClaims system using either:

  • The user account to which the client is allocated, or

  • An account that has access to view All clients & claims

If you need access to a claim for a Client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

Once you have logged into your account, click the  link (top row of the WhisperClaims window). You are shown a list of all client accounts you can access.

There are two ways to locate a Client:

  • Use the Search box to specify the name of the client
    When you start typing the Client’s name in the Search box, the system filters the clients to list only the clients that match what you have typed

  • Use a filter to reduce the number of clients to search through. You can use the drop-down menu to filter on the name of the user that the client is allocated to

You can also use the  and  controls (bottom of the WhisperClaims Claims window) to display more of the clients you have access to.

To select a client account, simply click on the client name. This displays all claims for the client.

    • Related Articles

    • Adding a new claim through the client view

      To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...

    • Using view-only access to view your claim

      To access a claim using view-only access, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a ...

    • Accessing a claim through the workflow dashboard

      To access a claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a Client who is not ...

    • Editing client information

      To edit the information for a Client, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to information for a ...

    • Duplicating a claim

      If you know that you have an existing claim for a client that you can use as the basis for a new claim, you can duplicate the existing claim and change details as required in the new claim. To duplicate a claim, you must be logged into the ...